HomeMy WebLinkAboutOC1968-1122 - ESTATE OF SZOLEKPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form ,~
Estate of....J:QHN..J:~....S.~QtEKI ...9-L~!~L.J.O'HN_..__.__.__
SZOLEK.......-_---_----_-------------_---------.
Deceased
No 9.:?::9.a::-Jl?f _.._._.
Fiduciary J·~.~.~.I?:C?:~.9 ~~9.~~K .
.l?.~§.9.~.t.q.r..
Date of Date of
Decedent's death ~~.9.~.~.~~~.!~~~.~Grant of Letters !:.~9.~.~.~~~.~~~~.?_ .
This is the JfJf.f?:t:~~<:1 :f.~.l}?!.~~s:~9.~.l}'!:account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term ~~~~.
Election to take None
Under or Against will.(cross out one)
Date Election Place of;'
Filed ..~(;:m,~Record ..NQXHL _ _ .
Name of surviving spouse ~9.~§_____ ___.___ .
List issue,where material:None
Did decedent marry after execution of will?(indicate~No.Any children born after execution of will?(indicate)
~No.If answer yes,name them _.__ _ _ _ .
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Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Dorothy F.SZOLEK OWEN Daughter l/Sth
JOHN J.SZOLEK,JR.Son l/Sth
BERNARD A.SZOLEK Son l/Sth
JOSEPH SZOLEK Son l/Sth
;
CASHIMER C.SZOLEK Son l/Sth
List,if exceptions to above:X~:
If J?,artial intestacy,give facts:None
~:~:~:Give Cause:None
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)re'ceived written notice of the filing of the account
and of cali of audit?Yes.XMIKX
If any exception give cause:NQJ1~.
File copy of Notice
and·date of mailing Ap.r.;i..l..,2.1.;J..9=7.1 .__J
IL _
Is estate subject to the filing ?f a F~deral Estate Tax Return?~~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.<?!?-.E?.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant J;i[q.J:!~.
......_-__----_--__-____-___----_-.--_-..---_.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
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Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:. ..:..;--;,:,.'l )r .:.
None
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Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Malcolm L.Morgan,County Treasurer
Personal Property Tax
Affidavit
Total additional credits (Subtract)
Balance for distribution
$?1..7.J:2.:.§.~__
$.
$15.20
0.50
$~~.~.:?Q__..
$.~.!.?OO~99................-'..__.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
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....1'">.),,;
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If F 'I E'"I"d 'b P'" "I'f R d'None 'ami y xemptlon c alme y etltlon,give pace 0 ecor _ __ .
'0
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~~.~~.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
I
DOROTHY F •SZOLEK Daughter l/Sth share
.,JB..l/Sth ShareJOHND.SZOL'EK,Son
BERNARDA.SZOLEK Son l/Sth Share
1-·
Jo's~eph S201ek Son l/Sth Share
cashimer c.SZOLEK Son l/Sth Share
CLERMONT
COUNTY OF ~SS:
STATE OF OHIO
The above named Fiduciary or representative thereof,
being duly ~~E~__..__doth depose and say
that the facts set forth in the foregoing petition are true
to the best of h~!?__..knowledge and belief,
..............__..S-W9.XXL __to and subscribed before
me this..__~r day of ¥:-L 19."1.{.
S· t f Off'c;7~/~r=-'Igna ure 0 Icer ~~P'.'.•.••••••••~..
Title of Officer ~a~~..~... _V.."~
Office expires ~.=.?-..~_::...l.~_:.::'"
And your petitioner will ever pray,etc,
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(De,ceased
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Fiduciary BERNARD SZOLEK ......•wo__• ___ "-~-_..----_...:._o.--..
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PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
L l C.
Counsel of Fiduciary will submit'herewith the
following[in conformity with Court Rules
adopted effective December 3[1951[being
rule No.9:parag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem[if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service '9f above.
5.Letters Testamentary or Administration
C.T.A.of-an attest copy of Will-..
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens "in case any of the
funds for distribution ore from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
BkQ9.~.l.._~_~Q9.~.,...~.Q~.~~~gG ...~._~~9.Q~
Attorney
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aInmmnuUtta1t4 nf JtUUSYlnaUia,}ss.llaa4ington monnty,
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 16 day of August A.D.19 6~before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
JOHN J.SZOLEK
City of Washington
aka JOHN SZOLEK
in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
BERNARD SZOLEK
the Executor III said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino,,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
BERNARD SZOLEK
committing unto him the administration of all and singuIar the goods and
chattels,rights and credits,which were of said deceased,and requiring him ~.
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this six tee nth
day of Aug u s t in the year of our Lord one thousand
nine hundred and six i g h t.
_~L~t(~0Y
Register
----/
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.•9...
I q JOHN J.SZOLEK,of Washington,Washington County,
Pennsylvania,being of sound and disposing mind and memory dohereb
make,publish and declare this to be my Last Will and Testament
hereby revoking any and all-Wills heretofore made by me.
FIRST:I direct that all of my/just debts and funeral
expenses be paid as soon as may be conveniently done after my
decease.
SECOND:-All the rest,residue and remainder of my
estate-of whatever
and bequeath to my
nature,and wheresoever found,I give,devise_I
children:DOROTHY F.SZOLEK,JOHN J.SZOLEKi1JR.,
BERNARD A.SZOLEK,JOSEPH SZOLEK and CASHIMERE C.SZOLEK,share
and share alike.
THIRD:I hereby nominate~constitute and appoint
BERNARD SZOLEK to be the Executor of this my Last Will and Testa-
ment,to serve without bond.
r
III
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Address
Signed,sealed,published and declared by the said
JOHN J.SZOLEK to be his Last Will and Testament,in-our presence,
who at his request and in his presence and in the presence of
each other;we believing him to be of a sound and disposirig mind
and memory,have hereunto subscribed our names as witnesses,
this day of ~d
QLa-Mi~O .
(j ~aru V'"r
Name
•"10"
Address
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FIRST AND FINAL ACCOUNT
BERNARD SZOLEK,Executor of the
ESTATE ,OF JOHN J..SZOLEK",,dec I o.
The Accountant is Charged with the Following:
As per Inventory and Appraisement----------------------$4,000.00
Gain on sale of real estate to
Ernest LaPosta,et ux---------------------------------428.51
TOTAL ASSETS OF ESTATE--------------------------------_$4,428.51
TOTAL CREDITS CLAIMED BY ACCOUNTANT--------------------1,711.82
BALANCE FOR DISTRIBUTION----------------------------$2,716.69
The Accountant claims credit for the following:
Abel Funeral Home
Ambulance and Chair Service
Russell Marino
Florence Sckorky
Observer Publishing Company
Washington County Reports
Florence Sckorky
Malcolm Morgan
Russell Marino
Recorder of Deeds
Recorder of Deeds
Bloom,Bloom,Rosenberg &
Bloom
Bloom,Bloom,Rosenberg &
Bloom
Bernard Szolek,Executor
Funeral Expenses---------$
Ambulance Service--------
Application for Letters--
Room and Board-----------
Advertising--------------
Advertising--------------
Telephone------------~---
Personal Property Tax----
Filing Inventory---------
state Transfer Stamps----
Municipal Transfer Stamps
Attorneys'Fee for Real
Estate Closing----------
Attorneys'Fee-----------
Commission---------------
995.00
20.00
14.00
40.00
14.00
14.00
10.00
14.82
4.00
60.00
60.00
50.00
200.00
200.00
Russell Marino Filing Account-----------~1~6~.~0~0
TOTAL-------------------------$1,711.82
4,
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.........•..
Pe,rsonally ap,pear,ed before me,a Notary Public in and for said County
and State,BJ~h.~.x.4 ?..!9.QW.~p.,who being duly sworn
according to law,deposes and says th3lt he is the S.e.c.r..e.:t.ar.y...
of the Obs!erver ..;publishing Company,a PennS\Ylvania corporation,and its
agent in thIs beha.lf;that the said Company is'the owner and publisher of
the Observer-Reporter,suCCIessor to The Washington Observer,established
September 18,1871,and The Washington Reporter,established August 15,
1808,a daily news'paper of general ciI'culation,printed and published and
having its place of bus,ines's at Washington,Washington County,Pennsyl.
vania,where it or its predeces,sors have been established and.published
continuous'1y for more than six monthsl prior to tb,e publication of the notice
hereto attached;that the printed notice or advertisement heI'eto attached
is a 'copy of an official advertisement,official notice,'legal notice or legal
advertisement,exactly a$printed or published in the Obslerver·Reporter in
its regul3lr editions on the following date or dates;..
.................!.\~g,~§..!?.!..I..?.§~~.4.§.~P.!~.~1?..~.L ..4..tJ.9.9..~.
that neither thre affiant nor the Observer Publishing Company is interested
in the subject matter of sraid notice or advertising and that all of the aUega·
tions'of this affidavit as to the time,/iiJace.and eharacte,r~.publication
are tme.Arl~p.U.
...-....--./~--·-·-··--····-·-·-··r··'···--·-·-~
.=~m to aod 'Ob~'lW~~;:~R~~r
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
1968 '.
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Washington County ReportS
~
Wasbington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,published weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of.said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
........~~~~.~!~~?p.!.?.~.?..
........~~.P.t~.m!?~h.,s..,l?J..9..6.8 .
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter ofi~e,or advertising f~t all a th allegations of
this affidavit as to the t~ter o~~ublic -a~L/
S~"'0 ood ~b",rib'dC::"":------~,~~
~?.!h.~y of....§.~.P..:~.mQ~.r ,196 8
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N Public
KATHERINE C.YARD,Notary ia
Washington..Washington .Co.,PlioMyCommissionExplNlS
November 1,1969
Estate Notices
The Register of Wills has granted letters.
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present ~hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• • • ••••• • • • • • • • •
SZOLEK,JOHN J.,a/k/a JOHN SZO-
LEK,Dec'd.
Late of Washington,WashingtonCounty,Penna.
Executor:Bernard Szolek,3991
Youngman Dr.,Cincinnati,OhioAttorneys:Bloom, Bloom,Rosenberg
&Bloom,200 Washington Trust Bldg..
Washington,Pa.
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
/
The within named Accountant being/duly sworn according to law,depose and say that the above account
as stated is true and correct as dd-.__..__.__..._verily believe.
S -:d:"·b 'b d b f thO 1 Fwornansuscnee'ore me IS •__••••••_.__
-~
day_of .~Md.-..-----...-.------...-.--19-.71....
-~~----
~G-uS--75'
Washington County,ss:
~-fJ~".!(--------------Bernard Szolek ~~.-
q--_._--"----_....._-----_._._.__._-----_.__.._---------------
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Stdtute and Rule of Court,as evidence by proofs
thereof filed to No..1P-.3::.11dI1.-.-.-...--.---.---.
~~~my hand and official seal thiS__J.~_
daYOf~~~~-:
Register of Wills
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The Court is respectfu Ily requested to determine
proper d,istribution in this estat~e.#.
£"j A ~~,'I"~i~.f(v.
Couns,~1 for Ac~ount~
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'.COPy,OF 'INVENTORY
".'.notary ,public
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Jnu~ntnrn.anll ,,»p.'aistment of the go'ods ~nd chattels;rights and credits which were
JOHN J.SZOLEK,.a/k,la JOHN "Washington','.
.of ::.., : : : :S.Z.O.L.~.late·of ~::"';:
Washington County,p'~'.,taken and made in conformity witlf the ab'aveaffida'lli!.
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D'OLLARS..
REALTY 1
.NONE ,"
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PERSONALTY I,
.CENTS
A,rtiele Ot.'Agreement fot $ale Of 'real.'estate located T;_
in Seventh Ward,.clty.ot Was~inqton -.being western ~
,half'of Lot,No~,90 in Hess Plan ·...Pla.n ..Book 2,pages_:,
38 and,3'9 _.Deed Book 701-,Page,582 ..;.:from decedent '
to Ernest LaP9sta~et we-dated November 25,1967,•.
Deed .Book .1269,Page 1143.,Balance on'date ,Of death ...;','4,,000 00
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In the mllitter of the Audit of Account in
Estate of John J.Szolek,a/R:~/~a~1
John Szolek
63.-68-1122--'No._-=--=::..-=---==-=--==--__~-------
TO THE AUDITING JUDGE:
Enter:Ollr
icaptio~ed estate.
appearance for Bernard Szolek,Executor,for the above
,19~
N.B.-Counsel shrall,by separate pape,r,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objeotions
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concLse state-
ment in that regard.
<:
)
No.63-68-1122
In re Audit of Account in Est8lte of
)John J.Szo1ek,a/k/a John
Szo1ek
)
AUDIT
'rattipt
I
fnr .i\pptttraUrt
.IFOR
Attorney
.:~.,,Bernard Szo1ek,Executor
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,::.'\").BLOOM"BLOOM,RlOSENSERG &BLOOM
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~n t1Jr Qraurt of .Qramman 'lrus of IInn~ilt!ltnn Qraunty,
Jtttnnylnnnin,®fp~nns'Q!nurt Binisinn
ESTATE OF
John J.Szo1ek a/k/e
John Szolek
deceased
No.63-68-1122
First and FinalInthematterofthe~_
Account of__B_e_r_n_ar_d_·_S_z_o_l_e_k _
Executor
ADJUDICATION AND DECREE
And now June ·-l ,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$2,70Q.99 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
J
SCHEDULE OF DISTRIBUTION
Balance per account ~-------
Additional credit asked at audit
Balance _
Deduct Clerk's Costs &Receiptsi-_
Attorney Bloom Bloom Rosenberg &Bloom
Russell Marino,Agent,transfer inheritance
tax,$137.35
Interest from 11/12/69 to 6/15/71 13.12
Dorothy F.Szolek,daughter,1/5 residue,
John D.Szolek,Jr.,son,1/5 residue,
Bernard A.Szolek,son,1/$residue,
Joseph Szolk,son,1/$residue,
Cashimer C.Szolek,1/$residue,
15.70
16.00
150.1a
$2,534.$2
1~/91a
$06.91 P&,1S t),'17
I $06.91'~X~j~
I $06.90
$06.90
I $06.90
No balance
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,\
r~Form No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,/"
EFFEC~~JEJANUARY 1.1962.(FILE IN DUPliCATE WITH COpy OF WILL ATTACHED)
OFFICE OF THE REGISTER OF WILLS
County of ..~~~h~J;l9:t;.C?~, .
.,~.~;'~~l?~..~:Z~~7~',.,of ..~,i;~~.i.~J;l!=1.t;.~!..9~.~C?,.
(Name)(Address)
being duly 1?_~QEn..according to law,deposes and says that he is the ~~_~s:~~s>E ....__
(Exec.,Adm.,Legatee,Etc.)JOHN J.SZOLEK a/k/a
of the estate oL .JQRN_._S~_Q:r,.~K ..whose last residence was ----------------------------------(.-----)-----------------------(No.)Street
____.W.9-_Qlli..ngj;QJ1 .deceased,and that the whole of the estate of said decedent,who died ~V_l~({6.)fl----------
(City,Borough or Township).~.AI'..ate .
consisted of:~~
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT~OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
(-
~
Real Estate Estimated
Value
NonA
,
Personal Property
Article of Aoreement for sale of real estate located in
Seventh Ward.Citv of Washinoton -beino western half of Lot
No.90 in Hess Plan -Plan Book 2,.Paqes 38 and 39 -Deed
....
Book 70l.Paoe 582 from dececent to Ernest LaPosta.et ux..~-
n::lt-""n .-.••.?E:;lq(;7 ne""rI 'RooK 12(;q l';:)qe 114~'Rrtl;:)nl"'A
on date of death S4 000.00.S4 000.00 IIVI
/.
~~.---
"-
-
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by'the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of ac.count,account number and the exacthame ornames in
which the account is registered..,.-
Jointly Held Property Estimated
Value ,'.
,-.
'd.'....
-
-
-
Transfers within TWO YEARS Prior to Death
,
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
,
""
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Dorothv F.Szolek Owen Dauahter Yes11004Davenr+ch Street J,bSanteFeSor1nasCa11f.
-,
-,.
John J.Szolek,Jr::'-,,\(1 ,I
,Son Yes-7427 South 77th;~:,enueOmaha28,Nebras :a 1/5
\.',-....•.-&--
Bernard A.Szolek Son Yes
3991 YoungmaghDrive 1/5r.;nC';nnrlTi ,;n
Joseph Szolek Son Yes702~South 18th Street 1/5()m:::ln:::l "'T~1.-..__C!'k-:::l
_.
Cashimer C.Szolek Son Yes
Moundsville.w.Virainia 1/5
,
RESIDENT DECEDENT •DEBTS AND DEDUCTIONS CLAIMED
~/NOTE'List first five items in the spaces ~o provided,observe notations thereon,and instructions.
.
.DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
IltEGISTER ONLY
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
.
Total
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
O"'M than th..'timated amount oJalm,d and allow'd.L ':C·:.~."•/f..~Jl
Subscribed and swom to before me this,,..:I,9.1;:.h...........A~~...-:1 , .(Executor~'flTrrmit!t:rtd,/.)
........................day of ..........':r~D-.E?......'"1.9~~..,.-:.3991 Youngman Drive~.~'ROWENE EBELING,Notary PUb.'"·················isi~;;iN~;,;b~f·················
......' '..;,'",.....•..,My 'CO~iS~i9T).s~~~ret::e;~~~;~l ~~~~Cincinnati,Ohio('~''45'245 ';t .:.
.Washington.Was -g .'......•, ,•........,.........•......' ,..
.,.(City or Town and State)
Having been duly swom according to law,I do hereby certify that the above appraisement is made in 'conformity with law on this
.......'".., " , ,day of .'".., , , ,.,. ",,19 .
Appraiser
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF TJi~.R~GI"ER 00'.1~LLS
I,the undersigned duly elected Register of Wills in and for..W '~0:~"""""County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount
is set ~.ointhelast co:mn to the right in said schedule above,which greater or lesser am0j,mt presentsthe sli~edas a deduction.
Dated .......11.......u..~...........................f.. ....~..//z~......t .,Register of Wills
i
/'
•
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FOITn No.RCC-62 (12-66)
Will r/
Administration lNo.I(:!.:.~.Year .~.r.
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOHN J.SZOLEK a/k/a
JOHN SZOLEK..............................................................................
Deceased
Late of Washington................................................................
County of ....washington..................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
}1~I -L~-JNnr
~
"
·"
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
1
NOTICE OF FILING OF ApPRAISEMENT
(E t 'tt,:'U','It",A"'YY..i..>c:.'·'i\.n.'!>lJ'"'At:...,~~...,;.•..trl.it""(,'•xecu or ~~~t,,~~
IN YOUR REPLY PLEA8E
REFER TO
In Re:Estate of JOHN.,.SZOLBlt alea JOHN S20L8l\
_____----:::ll:::;'A:::::S:::H:::I::.:::.N~(}~T:.;:n:::::.!il..___County -File No.
. .'original-You are hereby notJ.fJ.ed that~ij;.h~,\~..'~Z(r:;;t'~".
appraisement in the estate of v'Vt,ij,r a <10 0 >IJ,t,t'i.,Uild.etoc.
has been filed ,in the office of the Register of Wills qf HAStJINtYiUW
County on JUl~11 ,19-fi9 Said appraisement reflects the
following valuations:
\"
Re al Est ate ---'-----rr--rr:~.....,..,;-;---Personal property ~~t~UO_'_U_"_iU_.,_U ___
Transfers -------.---...=~r=---Tota1 ----:4~t~,O~U~O~'.~O~O__
As to such tax that is paid within three months from date of
,death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
July 11,19<'9Date _Signed
Title
Note:This is not a bill.
RCC-;}9 (5-681
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of SZOLEK JOHN J.aka JOHN
(Last Name)>-(First Name)(Initial)
DATE OF DEATH 8-12-68 FILE NO.63-68-1122
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E"•
..
Dated:0.:.....7.:....·-.....:1=:.:1=.-_6:::..9:::--_
08-12-68
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report thatI have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a dedoclioo.~c::2,".
Dated:7-/l--~2 .//l~
,REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--4.000 00
A f\f\f\f\f\,
VALUE AS REPORTED VALUE AS APPRAISED
$$
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or -t=
FOR USE OF REGISTER ONLY
Tax on $----------ir--2%Tax on $+-_@
Tax on $5%
Tuoo$10%
Tax on $15%
~~ptioos *
Total Estate -4-__
TOTAL TAX
COMPUTATION OF TAX
$---------+--
$---------+--
$---------+--
$---------+--
$----------+--
$--------'----
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::~t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $----J
AMOUNT OF ESTATE TAX ASSESSED $--L-
Estate tax paid $--JL-
BALANCE DUE $-----ll-
Add interest at rate of 6%from t=
------{t1o-----$--------1
TOTAL TAX BALANCE $-----~
PAID $.....1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...........
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
"
"
.-
,.'
I Ree:'
COMMONWEALTH OF PENNSYLVANIA DATE ......................J..M.l..y......l ..l.,........l.9..9..Q...............1
i Df;PA~TMENT OF REVENUE ,RESIDENT INHERITANCE TAX COUNTY WASHINGTONor'-....................................................................................................BUREAU OF COUNTY COLLECTIONS 11 ,
"
HARRISBURG,PENNA.17127 APPRAISEMENT fiLE NO.....?~.=..?.~.=..~.~..~.?..............................................
Whereas.JOHN J.SZOLEK aka JOHN SZOLEK WASHINGTON......................................................................................................................................................late of ...............................................................................................................
in the County of .............................~~.~.~~.~.q~..9..~..............................................................Commonwealth of Pennsylvania.having died on
12th August 68 seized and possessed of an estatethe.................................................................'..............................day of ..............................................................................19.............
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.R.CHANEY an appraiser duly appointed according to law,.......................................................................................................................................,
haYing been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
PERS:
A-r1-~('1 p nf'A f',,-r <::::llp nf'-rp:!l P<::1-::l1-P<;.>
located in Seventh Ward,City of \vashington,-being western
half of Lot No.90 in Hess Plan-Plan Book 2,Pages 38 and 3~.
Deed Book 701,Page 582 -from decedent to Ernest LaPosta,
et ux.dated November 25.1967.Deed Book 1269.Page 1143.
Balance on date of death.$4.000.00 $4.000 00
,
"
.
!
I
'.
-
-
I
I
form~v:~hbl~:::I:;,~.W<>rn.:;/~oI~~.~:;o~m:~:~=~·;:;;:~~~
:Appraiser ,..........................~y..........................................................................................,.............................
,A Jl.lCu~er and~:.eet)~..·,'"..·...."..,··,,,,,.,,.,....··,·,........·,..··..···,·····,',···'j?c;jfj~~'i········...····,··..··..·......·....·....··..,Penna.
Date
Page,......~}9-2.........-.
i....•....ro"
•.,•I Ji;'_L••,";
971 lHlH 7 Ati 10 42
HU ....=LL.t.il.f:.i IJ0
REG!'.rEH OF WiLLS
W,'~,SHiHGTON GO.,PA.
.....................................'iASHTNGT'ON.............COUllty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..........JOH.N J.S.ZOLEK .aka J.OHN SZOLEK
Deceased.
Late of
'vASHINGTON
of Death,A.u..gU.st l.~..J 1..9..6.8..
Apprat'semel!t Docket Vol........}7,.
No....~..~.:~..~.:.!.!.3..?
Filed in Register's Office,J.ul.y 1119 6.9
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote ab(),ut Appra.isement,..
Appeal f,.om Appraisement,..
Entered and charged,_..
..
..,
,
J
DEDUCTIONS ALLOWED IN
{lIO.~V
$.
..~.~..1-:7j
THE SUM OF .
DATE
STATEMENT OF DEBTS
AND DEDUCTIONS
OFFICE OF TME
REGIBTER OF WILLS
ESTATE OF D....,;:l.<'6..u..~~LATil 0..washington,Washington
AND AGENT OF THE CO"''''ON·WIlALTH
Form.RC·C·1O ~
OF W=ac::s:.:.h:.:i:.:n:.:.g~t:.=o:.:.n~COUNTY
DATE OF FILINQ APPRAI.....INT July 11,1969 DAn 01'DUTH August 12«1968
200 00
AMOUNT
995 00
20 00
14 00
40 00
14 00
14 00
10 00
14 82
4 00
60 00
60 '00
50 00RealEstate
Closing
lication for Letters
ulance Service
RE"'ARKS
Transfer stamps (Municipal)
Transfer
Telephone
Filin Inventor
Personal Pro Tax
Funeral Ex enses
Chair
orne
NAME OF PAYII:E
Observer
Florence Sckork
NO.O~
VOUCH""DATE
I,
~~f Ohio }••:COUNTY OF _
_______B~e::.:!r:;..!n~a!iil.:!:r~d~S~z~o:..=1:..::e:=.:k~,--:!:E~x~es:.·~c~u~t~o_!..:.r!:..L,HEREBY CERTIFY.THAT.TO THE BEaT OF
INHERIT...NCE T"'X PURPOSES.
~Y KNOWLEDGE AND BELIEF,THE FOREGOING 18 A JUST AND TRU E sr"'TEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSD Or'
AC'"I N ISTR...TION SU6MITTED TO THE ESTATE OF --"'J..:o-'h_n:.=.......::J..:.;.......;S=z...::o...::1:...e=.;k:.=....-=a:!../...:k~/:-::a:...--o.,ECltAeED,"'S DEDUCTIONS;FOR
John Szolek /?I'f Ii
~a~-a/,t .'•..j ncr-~I)\/--'15ern -szo l~k·--L~-------(L.Ii.)8UB8CRIBEC'BEFORE "'E THIS ....A~"C...Y Of"_.-•
~f;.Q;~~l4--:-...,,--..,..:.....,....----III L-
If'"IiUMI";won..,,,WM ,.J
RESIDENT DECEDENTS
File No.63...58-1122
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
~9FormRCC-4-RI-3-66
Dme Novemb0r G 19 G9
No.979075
Office REGISTER OF WILLS.t'lASHINGTON Pa.
lJASIUNOTON County,ss:Received from nornaI'd S~t'''lekJ l'a.y!u!on Iud 1 'f1 ialh'
(E~'.dtlt&UdtiliKil~'&!af1G1'.i'&lrdidri}of the estme oLf :!::J~O~l:!.:lN'~~J~.~S!!!:.~Z~O~t~·E=:!.:K~__..,__----------------
who died AU!!U3t 12 19 68 ,the sum of TUn HUNDftED SIXTY-FOUR a.nd 15/1 (}O ..._...Dollars.
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed Computmion of Tax
'''7R~O~
5%$
10%$
Iri$~$
15%$
Tax on $~
Tax on $4 f G34 ..18 ~~
Tax on $_
Tax on $-----
Vc:iIuation
$,------
$,---,.-----
Total $-------
Date
Real Estme
Personal Property Exemptions *$=============::.
Date Valuation
~7tf;U5
$=========
Amount of Estate Tax Assessed under
the Act of May 7,1927.$-,-_
Total Tax $_
Less Tax Previously Paid (if any)$============
Balance $_
MOORE BUSINESS FORMS,INC.,ELMIRA,H.Y.
Register of Wills
Total Estate $_
"'64 'liltTotal$1:..."....
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended
by Act No.381,approved July 11,1957,and Act No.207,1961.Section 302.
SEA'i)"V/:.$:~-"d6.f.~?-;;;*f1ttl;!~kl-()
Add interest at the rate of %
from _
to "--_
Less five per centum of tax if paid
within 3 months after date of death $13"90
$4 i 634 ..1S
$,
$,-----,.----"'"-
$,
VOOD [P:>[LD @£VeE
Clear Value of Estate
Valuation Of Life Estmes or Annuities
iDme19__$,-----'\....-----
________19__~$========
Estme Tax Assessments
Dme 19__$,-------
________19__~$=======
31...139-2
NOTE:This Triplicate Receipt to be retained by the Register of Wills and tiled in numerical
sequence for audit purposes.
NOTE:In accepting the transfer inheritance tax on future estates prior to the death of
the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-
monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
J1:.Ba'J'~k Aeet..$4,2'11.01
Jt~na~~Acct.$'53.11
Total
Total Gross Assets
Less Debts and Expenses of
Administration
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 37 Page 139 une,_=-2__
Estate ofL__J_O_Ill_J_J_$_S_Z_O_L_E_'It _
OFFICE OF REGISTER OF WILLS
WASHINCTON,-----------_--='--_Pa.
Date,__......N"-"o"'-""-'re"'-'r:1=.11c.:.,e=,.....r_-"'6~~__19~
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9,1929.P.L.343
AS AMENDED BY ACT MAY IS.1945.P.L.528
nUSS'.ti;LL HARIllO
-----Register of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate .re-ceipts for taxes paid to them by executors or adminis...trators and to charge the Registers receiving the money
with the amount receipted for.The original of each such
receipt shall be signed and sealed by the Register ofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlement
of the estate.In no event shall the executor or adminis-
trator be entitled·to a credit in his account by the
Register unless the receipt is so signed and sealed bytheRegisterofWills,"
Fill in below name and address of person to whom
tax receipt is delivered:
To B~'PN"Rn $ZOJ$K
305 TAYLOR AVEl~ut;
L 15301-.J
I